MarketsMuse excerpt from Feb 3 edition of Rareview Macro LLC's  Sight Beyond Sight global macro commentary.. Professionals Not Discussing Crude Oil Strength...Short Euro Put on Hold This is simple. [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] WTI crude oil is now up ~18% from the January 29th lows. It…Read More

Elliott Management Founder Says It’s ‘Nutty’ to Hold Government Debt Below MarketsMuse extract courtesy of FinAlternatives.com’s afternoon edition (which is courtesy of coverage from Bloomberg LP’s Kelly Bit) is a beauty for those who follow the musings of this global macro trading titan…and the comments are consistent with what makes…Read More

MarketMuse update is courtesy of Reuters.  Guggenheim Investments, the seventh-largest ETF issuer in the United States, is considering trying on currency hedged ETFs for size. Guggenheim Investments is considering launching one or more currency hedged exchange-traded funds, one of the hottest and most sought-after financial products the last few months. "I…Read More

MarketsMuse provides below extracts from Feb 2 edition of Rareview Macro's Sight Beyond Sight as a courtesy to our readers. The entire edition of today's SBS newsletter is available via the link below. [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] Professionals Taking Move in Crude Oil Seriously...Concern Over Deeper…Read More

Still confused about the ramifications re: last week’s Swiss National Bank (SNB) monetary policy change? Join the 1%’ers, including those global macro-focused market mavens, divas and divos who are dining on fresh mackerel in Davos, galloping their ponies in Greenwich, and/or skiing in Aspen. The good news is one leading…Read More

Marketsmuse.com update profiling Swiss National Bank (SNB) lowering of deposit rate to a -0.75% has, as noted by Neil Azous of global macro think Rareview Macro LLC,  “shocked the markets” and "will be booked into the Black Swan record books as an event to be remembered. " Below update starts…Read More

Below extract courtesy of global macro trading think tank Rareview Macro LLC 's  Jan 13 edition of daily commentary via "Sight Beyond Sight" [caption id="attachment_2349" align="alignleft" width="200"] Neil Azous, Rareview Macro[/caption] To Russia Without Much Love: Crude Catalyst and Credit Impact With another day of lower Crude Oil prices, the…Read More

Below fast market update courtesy of Rareview Macro LLC a.m. edition of global macro strategy commentary “Sight Beyond Sight"; MarketsMuse is re-publishing this extract no more than 10 minutes of current subscribers receipt..Our thanks to the folks at Rareview! • New Position: Long Canadian Dollar versus Short Swiss Franc (CAD/CHF)…Read More

MarketsMuse editor note: below insight courtesy of Rareview Macro LLC’s global macro strategy newsletter “Sight Beyond Sight” is a great read for investment professionals who want to start off 2015 on the right leg.   [caption id="attachment_2349" align="alignleft" width="150"] Neil Azous, Rareview Macro[/caption] Wrong Way First ("WWF") Trading An astute…Read More

Below excerpt is courtesy of today’s Rareview Macro a.m. edition of global macro strategy commentary “Sight Beyond Sight”… Crude Oil The professional community is honing in on to two crude oil observations overnight - one "temporary" and one "transitory". Ali Al-Naimi, Saudi Arabia's oil minister, said the global economic slowdown…Read More

Below is excerpt only from today's edition of macro-strategy commentary courtesy of Rareview Macro LLC publication "Sight Beyond Sight" [caption id="attachment_1904" align="alignleft" width="100"] Neil Azous, Rareview Macro LLC[/caption] Firstly, the Stock Exchange of Thailand SET Index (symbol:  SET) is showing the largest negative and the Dollar-Rupiah (USD/IDR) is showing the…Read More

Below excerpt from Dec 10 edition of global macro strategy newsletter “Sight Beyond Sight” includes insight for those tracking events in Asia and China-related ETFs. When scrolling to the bottom of this post, MarketsMuse readers will appreciate why we regularly cite the Sight Beyond Sight newsletter—the conclusion of this post…Read More

Below excerpt from a.m. edition of Sight Beyond Sight, is courtesy of global macro think tank, Rareview Macro LLC [caption id="attachment_1904" align="alignleft" width="200"] Neil Azous, Rareview Macro LLC[/caption] New Strategy - Short Gold vs. Long Silver This morning we sold 3000 GLD 12/20/14 P112 at .63 to close. We rotated…Read More

MarketsMuse Editors Note: Giving credit when due and in connection with below excerpt, MarketsMuse extends a “shout-out” to UK-based publication CampdenFB, one of several ‘banners’ serving the family office universe and operated under the Campden Wealth media umbrella. "....With such pitiful returns, is it any wonder why global macro investing…Read More

Below extract courtesy of a.m. edition of "Sight Beyond Sight", the global macro trading commentary published by Stamford, CT-based macro strategy think tank Rareview Macro LLC. "...For most of the second half of the year we have seen a surging dollar, and a falling euro.  Nothing seems to be coming…Read More

Below excerpt courtesy of Hedge Fund Insight Nov 17 2014 by Neil Azous Managing Member of Rareview Macro LLC Most of us hand over dollar bills every day without ever really looking at them very closely. They are too familiar. But if you pause to look closely at the one…Read More

A MarketsMuse special update, courtesy of compiling various columns from Bloomberg, ETF.com, Fortune and a special treat: this piece was sponsored by Mr. Chow's! (see below) After much fanfare, the "Shanghai-Hong Kong Stock Connect" is officially connected and ostensibly, this will be the link between brokers, dealers, ETF Issuers and…Read More

MarketsMuse coverage courtesy of out takes from a.m. edition of commentary produced by global macro trading guru Neil Azous, principal of macro-strategy think tank Rareview Macro LLC.. Editors Note: Aside from the prescience of "Sight Beyond Sight" outlooks throughout the past year (including select/specific and since successful trade ideas i.e.…Read More